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Technology Stocks : Intel Corporation (INTC)
INTC 34.72-2.3%3:59 PM EST

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To: Scumbria who wrote (71023)1/12/1999 1:57:00 AM
From: Paul Engel  Read Replies (1) of 186894
 
Scumbria - Tom Pabst has some glowing comments on AMD's Sharpy

You can read them right here.

Paul

{========================}

www5.tomshardware.com

Well, to be really honest with you, there isn't too much to say
about K6-3. Yes, we all know for quite a while what great
performer K6-3 is going to be. However, this will only be valid as
long as Intel isn't selling Merced for 50 bucks a piece at the same
time. In the last months AMD has told us a lot of nice stories, I
could e.g. think of that one here "K6-3 is ready, we were only
asked from the OEMs to not launch it before the Christmas
business isn't over" - yeah, sure! The question is only which
Christmas! Maybe they meant Christmas 2000! If you ask around
larger OEMs, you'll find out that there are not many, who have
got a K6-3 yet. Many of them were asked to wait for an
evaluation sample until the end of February 1999. Can you
imagine what it means if AMD is shipping samples on the end of
February? This means that K6-3 will not be on the shelves before
April this year. This will be four months after the launch of the
Celerons for Socket370 and at least one month after the launch
of Pentium III. Actually it will be four months after Christmas 1998
as well. It seems as if AMD wants to make really sure that the
Christmas business is certainly over. When I spoke to Intel last
year, I tried frightening them with AMD's upcoming K6-3 and K7
processors. I always got the same answer "wait and see if AMD
will be able to ship!". It seems as if Intel was right again and they
were lucky too. AMD has production problems, K6-3 seems to be
more difficult than it looked in the fist place, but this is not all …

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